Use sheets on dashboards to enter data without navigating away from your dashboard. Save your sheet to dynamically see changes on dependent charts and dashboards.
Select the Appearance Settings tab on the right to change the appearance for the selected chart.
Indicates the chart title.
Character Limit: 50
Click the Data Settings tab in the right panel to configure settings for the sheet.
Indicates the sheet from Adaptive Planning to display.
Indicates if only assumptions appear in the sheets list.
- On: Only show assumptions.
- Off: Only show level-assigned sheets.
Change the display of rows and columns for an individual sheet.
The sheet toolbar is a compact version of the toolbar you would normally see for a sheet. The buttons available in it vary based on the sheet type. See Working with Sheets for more on using and understanding each of the sheet types.
|Button||Description||All Sheets||Modeled Sheet/Standard Sheet||Cube Sheet|
|Search: Enable the search form.||✔|
|Search Next: Move to the next search result.||✔||✔|
|Search Previous: Move to the previous search result.||✔||✔|
|Clear Search or Filter: Clear the search term||✔|
|Display Options: Change the display options for the sheet.||✔|
|Filter: Enable the filter form.||✔|
|Add Row: Add a row.||✔|
|Delete Row: Delete a row.||✔|
|Save: Save the sheet. This button only gets enabled if you made a sheet change.||✔|
|Refresh Sheet: Refresh the modeled sheet.||Modeled Sheets only|
More: Contains other context menu choices based on the sheet type.